Estate Planning & Probate Services

We provide practical Inheritance Tax and estate planning advice to help you understand your position, explore available planning options and make arrangements that reflect your family circumstances, financial needs and long-term intentions. Our approach is clear, measured and straightforward, with periodic reviews to ensure your plans remain appropriate over time.

We are licensed by the Institute of Chartered Accountants in England and Wales to carry out the reserved legal activity of non-contentious probate in England and Wales. Please see the subservices section for further detail on our probate services.